SUPPORT YOU CAN DEPEND ON

Our Individual Retirement Commitment

We are committed to providing you with all the tools and support you need and to help you identify the business opportunities.

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Easy to do business with online

Discover how it’s easy to do business with us online; Quote and apply, top ups and transfers, drip-feed drawdown, portfolio management, client reporting and more.

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VALUE FOR MONEY

How can our Retirement Account help you deliver value for money to and through retirement.

 

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SUPPORTING YOUR BUSINESS OPPORTUNITIES

We are focused on providing information to help you identify business opportunities, through technical and value adding support and guidance.

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RESPONSIBLE INVESTMENT

Climate change presents opportunities as well as risks. Find out how we’re reducing the carbon footprint of ALL our investments to net zero by 2050.

Responsible Investment
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Sharing our experience and expertise

Discover ways we can share our expertise and support your individual retirement business.

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BENEFITS FOR YOU AND YOUR CLIENTS

Take a look at how, in recent years, we have transformed our service, propositions and adviser support.

Supporting you (PDF 679 KB)(opens in a new tab)

THE EXPERT SERIES

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future.

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INTERGENERATIONAL PLANNING

This topic is becoming increasingly important to your clients. Find out how pensions can help with estate planning.

Intergenerational Planning
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CENTRALISED RETIREMENT PROPOSITION

Explore content on developing a CRP and consideration of a 3-pot strategy. 

Retirement Proposition
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MULTI-ASSET investing

Our Retirement Account offers a range of multi-asset funds, designed to deliver through the market’s ups and downs. Find out more about our strong multi-assets options, backed up by expert investment insights.

Multi-Asset Choice

RETIREMENT INCOME - MADE TO MEASURE

Our income drawdown and annuity offerings could help create a sustainable income in retirement for your clients.

Retirement Income

MAXIMISING ANNUAL ALLOWANCES

We’re here to support you, and your clients, when maximising annual allowances with our expert articles, useful guides, tools and calculators. 

Annual Allowances

SUPPORTING YOUR DEFINED BENEFIT CONVERSATIONS

Pension Freedoms has given people with Defined Contribution pension’s greater control and flexibility over taking their benefits.

Take a closer look

SCOTTISH WIDOWS REPORTS

For 16 years we’ve been tracking the nation's retirement preparations and attitudes to help your individual retirement business.

RETIREMENT ACCOUNT RECOMMENDATION TOOL

Taking the work out of writing suitability reports.

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CLIENT REVIEW REPORT

Saving you time when preparing for your clients’ annual review.

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PENSION TOOLS

Our tools and calculators help you review your clients' policies and show your clients how you can add value.

 

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RETIREMENT ACCOUNT

A flexible pension plan that supports clients to and through retirement.

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ANNUITIES

For those looking for a guaranteed income for life.

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